M&A & Transaction Advisory
Sell-side and buy-side advisory, growth-capital raises, and the transaction analytics underneath them, run by people who have operated the businesses they sell.
Our view
Deals are won in two places: the process and the analysis. We run both. On the execution side that means a built buyer universe, a story assembled from operating truth, and a negotiation carried through to close. On the analytical side it means a model that defends the price, tests the structure, and prices diligence findings before they become a renegotiation. Buyer and capital outreach is powered by a proprietary network of 133,000+ qualified buyers and capital sources, behind $1B+ of transaction value advised across the partner group and $30M+ in growth capital raised. Securities transactions are executed through our sponsoring broker-dealer under FINRA Series 79.
When this is the work
When a transaction needs execution and analysis in one team.
A sale, an acquisition, or a growth-capital raise is underway or coming, and it needs a run process alongside numbers that survive diligence. We do both rather than handing one off.
- Owners and sponsors running a sell-side process
- Buyers pressure-testing price, structure, and the returns case
- Companies raising growth capital and needing the story and the model to match
The Ore to Edge Discipline
The same three-phase discipline on every engagement, adapted to the demands of this work. See the full discipline.
Assay and refine
- Partner: understand the normalized economics of the target or of your own business
- Collect: comparables, precedents, and market conditions
- Filter: the value and risk drivers that matter
The value and risk drivers that decide the deal
Alloy and form
- Build the deal model: accretion-dilution, returns (IRR, MOIC), and sensitivities
- Test structure and consideration alternatives
- Frame the recommendation
A deal model with returns, structure, and price guidance
Forge and hone
- Support the negotiation and diligence with live analysis
- Track assumptions against outcomes after close
A closed transaction and a clear plan to integrate it
What you get
Execution and analytics, from first call to close.
- Sell-side advisory: buyer universe built from a proprietary network of 133,000+ qualified buyers and capital sources
- Buy-side advisory: target screening, price and structure discipline, diligence support
- Growth-capital raises: $30M+ raised, with the model and story built to match
- Transaction analytics: deal model, accretion-dilution, IRR and MOIC, sensitivities
- $1B+ of transaction value advised across the partner group
- Securities transactions executed through our sponsoring broker-dealer (FINRA Series 79)
Common questions
M&A & Transaction Advisory, in plain terms.
What does transaction analytics cover?
The analytical work behind a deal: the valuation and deal model, accretion or dilution, the returns case in IRR and MOIC, structure and consideration alternatives, and pricing in diligence findings. It is the numbers a buyer, seller, or board relies on to decide.
Do you work buy-side or sell-side?
Both. On the buy side we build the returns case and pressure-test the price; on the sell side we ready the model and the story so the business shows well and the numbers hold. The discipline is the same; the vantage point differs.
Do you run the process, or only the analysis?
Both. Advisory fees are charged per scope; where a transaction involves securities, it is executed through our sponsoring broker-dealer under FINRA Series 79. We take one side per transaction, never both.
How does this relate to the valuation work?
Valuation establishes what a business is worth. Transaction analytics puts that into a live deal, with structure, financing, returns, and diligence. They share a foundation, but the deal model must answer questions a standalone valuation does not.
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